EFIV vs. ROUS ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to Lattice U.S. Equity Strategy ETF (ROUS)
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index
Grade (RS Rating)
Last Trade
$54.94
Average Daily Volume
126,970
316
ROUS
Lattice U.S. Equity Strategy ETF
ROUS Description
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Lattice Risk-Optimized US Large Cap Equity Strategy Index (LROUSLX). The fund generally invests at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. The index seeks to improve returns through a market cycle relative to traditional cap-weighted U.S. equity market indices and active U.S. equity market strategies.Grade (RS Rating)
Last Trade
$51.36
Average Daily Volume
23,056
345
Performance
Period | EFIV | ROUS |
---|---|---|
30 Days | 1.58% | 2.63% |
60 Days | 2.96% | 4.95% |
90 Days | 4.08% | 6.74% |
12 Months | 29.90% | 27.03% |
140 Overlapping Holdings
Symbol | Grade | Weight in EFIV | Weight in ROUS | Overlap | |
---|---|---|---|---|---|
AAPL | C | 9.5% | 1.25% | 1.25% | |
ABBV | C | 1.01% | 1.02% | 1.01% | |
ABT | C | 0.6% | 0.14% | 0.14% | |
ACGL | C | 0.12% | 0.28% | 0.12% | |
ACN | C | 0.65% | 0.45% | 0.45% | |
ADBE | F | 0.78% | 0.19% | 0.19% | |
ADM | D | 0.09% | 0.04% | 0.04% | |
ADSK | C | 0.16% | 0.04% | 0.04% | |
AFL | C | 0.17% | 0.33% | 0.17% | |
AIG | D | 0.14% | 0.02% | 0.02% | |
AIZ | B | 0.03% | 0.08% | 0.03% | |
AKAM | D | 0.04% | 0.05% | 0.04% | |
ALL | B | 0.14% | 0.14% | 0.14% | |
AMAT | D | 0.45% | 0.3% | 0.3% | |
AMCR | B | 0.05% | 0.11% | 0.05% | |
AMGN | B | 0.52% | 0.42% | 0.42% | |
AVB | B | 0.1% | 0.13% | 0.1% | |
AVY | C | 0.05% | 0.01% | 0.01% | |
BAC | D | 0.78% | 0.1% | 0.1% | |
BBY | C | 0.06% | 0.39% | 0.06% | |
BK | B | 0.15% | 0.45% | 0.15% | |
BMY | C | 0.29% | 0.25% | 0.25% | |
BR | D | 0.07% | 0.05% | 0.05% | |
BSX | B | 0.36% | 0.14% | 0.14% | |
C | C | 0.32% | 0.3% | 0.3% | |
CAH | C | 0.08% | 0.17% | 0.08% | |
CAT | B | 0.49% | 0.18% | 0.18% | |
CB | B | 0.35% | 0.35% | 0.35% | |
CBOE | C | 0.06% | 0.1% | 0.06% | |
CF | C | 0.04% | 0.03% | 0.03% | |
CHRW | B | 0.03% | 0.36% | 0.03% | |
CI | C | 0.3% | 0.28% | 0.28% | |
CL | D | 0.26% | 0.52% | 0.26% | |
CMCSA | D | 0.46% | 0.35% | 0.35% | |
CMI | C | 0.12% | 0.41% | 0.12% | |
CNC | D | 0.12% | 0.13% | 0.12% | |
COF | B | 0.16% | 0.03% | 0.03% | |
COST | B | 1.2% | 0.58% | 0.58% | |
CSCO | C | 0.59% | 0.75% | 0.59% | |
CTAS | B | 0.21% | 0.43% | 0.21% | |
CVS | D | 0.21% | 0.49% | 0.21% | |
CVX | D | 0.71% | 0.19% | 0.19% | |
DGX | B | 0.05% | 0.28% | 0.05% | |
DHI | B | 0.17% | 0.23% | 0.17% | |
DOV | B | 0.08% | 0.13% | 0.08% | |
DVN | F | 0.07% | 0.11% | 0.07% | |
EA | D | 0.1% | 0.71% | 0.1% | |
EBAY | B | 0.1% | 0.35% | 0.1% | |
ECL | B | 0.19% | 0.2% | 0.19% | |
ED | C | 0.11% | 0.27% | 0.11% | |
EG | C | 0.05% | 0.28% | 0.05% | |
EIX | C | 0.1% | 0.13% | 0.1% | |
ELV | C | 0.38% | 0.59% | 0.38% | |
EQR | B | 0.08% | 0.14% | 0.08% | |
ETR | B | 0.08% | 0.32% | 0.08% | |
EXC | C | 0.12% | 0.09% | 0.09% | |
FANG | D | 0.09% | 0.12% | 0.09% | |
FITB | B | 0.08% | 0.16% | 0.08% | |
GILD | B | 0.31% | 0.67% | 0.31% | |
GIS | B | 0.12% | 0.17% | 0.12% | |
GOOGL | D | 2.69% | 1.16% | 1.16% | |
GPC | D | 0.06% | 0.38% | 0.06% | |
GWW | B | 0.13% | 0.52% | 0.13% | |
HBAN | B | 0.06% | 0.2% | 0.06% | |
HD | B | 1.1% | 0.79% | 0.79% | |
HPE | D | 0.06% | 0.72% | 0.06% | |
HPQ | D | 0.08% | 1.02% | 0.08% | |
HSY | C | 0.09% | 0.31% | 0.09% | |
HUBB | B | 0.06% | 0.09% | 0.06% | |
HUM | F | 0.12% | 0.64% | 0.12% | |
INCY | C | 0.03% | 0.37% | 0.03% | |
IRM | C | 0.1% | 0.2% | 0.1% | |
ITW | C | 0.2% | 0.25% | 0.2% | |
JCI | B | 0.14% | 0.03% | 0.03% | |
JPM | D | 1.75% | 0.73% | 0.73% | |
KLAC | D | 0.29% | 0.33% | 0.29% | |
KO | C | 0.82% | 0.11% | 0.11% | |
KR | C | 0.11% | 0.83% | 0.11% | |
LIN | B | 0.66% | 0.03% | 0.03% | |
LLY | C | 2.21% | 0.94% | 0.94% | |
LOW | B | 0.43% | 0.31% | 0.31% | |
LRCX | F | 0.29% | 0.18% | 0.18% | |
LYB | D | 0.07% | 0.21% | 0.07% | |
MA | B | 1.2% | 0.39% | 0.39% | |
MAS | B | 0.05% | 0.27% | 0.05% | |
MCD | B | 0.62% | 0.15% | 0.15% | |
MDT | C | 0.35% | 0.19% | 0.19% | |
MPC | F | 0.17% | 0.28% | 0.17% | |
MRK | D | 0.86% | 1.04% | 0.86% | |
MSFT | C | 9.39% | 1.19% | 1.19% | |
MTB | B | 0.08% | 0.5% | 0.08% | |
MTD | D | 0.09% | 0.13% | 0.09% | |
NEE | C | 0.51% | 0.1% | 0.1% | |
NVDA | D | 8.67% | 0.85% | 0.85% | |
NWSA | D | 0.03% | 0.03% | 0.03% | |
OMC | B | 0.06% | 0.14% | 0.06% | |
OTIS | C | 0.11% | 0.27% | 0.11% | |
PAYX | C | 0.13% | 0.02% | 0.02% | |
PCAR | D | 0.15% | 0.27% | 0.15% | |
PEG | B | 0.12% | 0.24% | 0.12% | |
PEP | C | 0.72% | 0.31% | 0.31% | |
PG | C | 1.21% | 0.7% | 0.7% | |
PHM | B | 0.08% | 0.32% | 0.08% | |
PNC | B | 0.21% | 0.19% | 0.19% | |
PPG | D | 0.09% | 0.18% | 0.09% | |
PRU | C | 0.12% | 0.24% | 0.12% | |
PSA | B | 0.17% | 0.08% | 0.08% | |
PSX | F | 0.16% | 0.02% | 0.02% | |
QCOM | D | 0.55% | 0.55% | 0.55% | |
REGN | C | 0.37% | 0.26% | 0.26% | |
RF | B | 0.06% | 0.24% | 0.06% | |
RL | C | 0.02% | 0.12% | 0.02% | |
RMD | C | 0.11% | 0.35% | 0.11% | |
RSG | D | 0.12% | 0.2% | 0.12% | |
SHW | B | 0.26% | 0.52% | 0.26% | |
SRE | C | 0.15% | 0.07% | 0.07% | |
STT | A | 0.07% | 0.23% | 0.07% | |
SW | B | 0.07% | 0.36% | 0.07% | |
SYF | C | 0.06% | 0.23% | 0.06% | |
SYK | C | 0.37% | 0.02% | 0.02% | |
SYY | D | 0.11% | 0.28% | 0.11% | |
T | C | 0.46% | 0.9% | 0.46% | |
TEL | D | 0.13% | 0.59% | 0.13% | |
TGT | C | 0.2% | 0.12% | 0.12% | |
TJX | B | 0.39% | 0.29% | 0.29% | |
TMUS | C | 0.31% | 0.68% | 0.31% | |
TRV | C | 0.16% | 0.37% | 0.16% | |
TSCO | C | 0.09% | 0.35% | 0.09% | |
TT | B | 0.24% | 0.21% | 0.21% | |
UNH | C | 1.6% | 1.06% | 1.06% | |
USB | B | 0.2% | 0.12% | 0.12% | |
V | C | 1.33% | 0.39% | 0.39% | |
VLO | F | 0.13% | 0.47% | 0.13% | |
VRSK | D | 0.11% | 0.19% | 0.11% | |
VTR | C | 0.08% | 0.02% | 0.02% | |
WELL | C | 0.23% | 0.09% | 0.09% | |
WM | D | 0.23% | 0.31% | 0.23% | |
WMT | C | 1.01% | 1.08% | 1.01% | |
XOM | C | 1.48% | 0.79% | 0.79% | |
YUM | D | 0.11% | 0.31% | 0.11% |
EFIV Overweight 176 Positions Relative to ROUS
Symbol | Grade | Weight | |
---|---|---|---|
GOOG | D | 2.25% | |
TSLA | C | 1.89% | |
CRM | D | 0.73% | |
AMD | D | 0.72% | |
GE | B | 0.55% | |
DHR | B | 0.53% | |
PFE | C | 0.49% | |
SPGI | B | 0.49% | |
DIS | D | 0.48% | |
UNP | C | 0.45% | |
GS | C | 0.45% | |
AXP | B | 0.43% | |
UBER | C | 0.42% | |
BLK | B | 0.37% | |
PLD | C | 0.36% | |
MS | D | 0.36% | |
ETN | C | 0.36% | |
MMC | C | 0.34% | |
ADP | B | 0.34% | |
AMT | C | 0.33% | |
SBUX | C | 0.33% | |
DE | B | 0.3% | |
MU | F | 0.29% | |
MDLZ | B | 0.29% | |
UPS | D | 0.28% | |
NKE | D | 0.28% | |
SCHW | D | 0.27% | |
ICE | C | 0.27% | |
ZTS | C | 0.26% | |
EQIX | C | 0.25% | |
INTC | F | 0.24% | |
CMG | C | 0.23% | |
CME | C | 0.23% | |
PYPL | B | 0.22% | |
PH | B | 0.22% | |
MCO | B | 0.22% | |
AON | B | 0.22% | |
BDX | D | 0.2% | |
CARR | B | 0.19% | |
AJG | D | 0.19% | |
CSX | D | 0.19% | |
FCX | D | 0.18% | |
NEM | B | 0.18% | |
APD | B | 0.18% | |
MAR | C | 0.17% | |
SLB | F | 0.17% | |
NSC | C | 0.17% | |
EMR | D | 0.17% | |
GM | C | 0.16% | |
OKE | B | 0.16% | |
HLT | B | 0.16% | |
WMB | B | 0.16% | |
TFC | C | 0.16% | |
ROST | C | 0.15% | |
DLR | B | 0.15% | |
MET | B | 0.14% | |
FIS | B | 0.14% | |
URI | B | 0.14% | |
AMP | A | 0.13% | |
MSCI | C | 0.13% | |
PWR | B | 0.12% | |
RCL | B | 0.12% | |
A | C | 0.12% | |
KMI | B | 0.12% | |
EW | F | 0.12% | |
IDXX | C | 0.12% | |
CBRE | A | 0.11% | |
IR | C | 0.11% | |
EXR | B | 0.11% | |
AME | C | 0.11% | |
KDP | B | 0.11% | |
CTVA | B | 0.11% | |
TRGP | B | 0.1% | |
BKR | C | 0.1% | |
OXY | F | 0.1% | |
HIG | B | 0.1% | |
HES | F | 0.1% | |
DOW | D | 0.1% | |
BIIB | F | 0.09% | |
WTW | C | 0.09% | |
WAB | B | 0.09% | |
ON | D | 0.09% | |
NDAQ | A | 0.09% | |
ROK | D | 0.09% | |
LULU | D | 0.09% | |
CSGP | D | 0.09% | |
XYL | C | 0.09% | |
DFS | B | 0.09% | |
FTV | C | 0.08% | |
SBAC | C | 0.08% | |
IFF | B | 0.08% | |
AXON | B | 0.08% | |
KHC | C | 0.08% | |
GPN | D | 0.08% | |
DAL | C | 0.08% | |
AWK | B | 0.08% | |
CPAY | B | 0.07% | |
WY | C | 0.07% | |
MRNA | F | 0.07% | |
TROW | D | 0.07% | |
ES | C | 0.07% | |
TTWO | C | 0.07% | |
DECK | C | 0.07% | |
HAL | F | 0.07% | |
WAT | C | 0.06% | |
HOLX | B | 0.06% | |
ARE | C | 0.06% | |
EL | F | 0.06% | |
EQT | D | 0.06% | |
BAX | C | 0.06% | |
BALL | C | 0.06% | |
WDC | D | 0.06% | |
MKC | C | 0.06% | |
K | B | 0.06% | |
ZBH | F | 0.06% | |
RJF | C | 0.06% | |
KIM | C | 0.05% | |
DOC | C | 0.05% | |
CCL | C | 0.05% | |
EXPE | C | 0.05% | |
FDS | C | 0.05% | |
TSN | C | 0.05% | |
PFG | B | 0.05% | |
NTRS | A | 0.05% | |
ULTA | D | 0.05% | |
CFG | C | 0.05% | |
APTV | D | 0.05% | |
KMX | D | 0.04% | |
HST | C | 0.04% | |
ALLE | B | 0.04% | |
SJM | C | 0.04% | |
REG | C | 0.04% | |
JKHY | B | 0.04% | |
JBHT | D | 0.04% | |
POOL | C | 0.04% | |
UDR | C | 0.04% | |
LVS | D | 0.04% | |
IEX | D | 0.04% | |
SWK | B | 0.04% | |
KEY | B | 0.04% | |
CAG | C | 0.04% | |
PNR | B | 0.04% | |
FRT | C | 0.03% | |
GL | C | 0.03% | |
HAS | B | 0.03% | |
DAY | D | 0.03% | |
HRL | C | 0.03% | |
LW | D | 0.03% | |
TPR | C | 0.03% | |
MGM | F | 0.03% | |
CPB | C | 0.03% | |
CRL | F | 0.03% | |
TAP | D | 0.03% | |
MKTX | C | 0.03% | |
ALB | D | 0.03% | |
LKQ | F | 0.03% | |
TFX | C | 0.03% | |
BXP | B | 0.03% | |
IPG | C | 0.03% | |
BEN | F | 0.02% | |
BBWI | F | 0.02% | |
ETSY | F | 0.02% | |
WBA | F | 0.02% | |
BIO | C | 0.02% | |
AAL | D | 0.02% | |
IVZ | B | 0.02% | |
WYNN | D | 0.02% | |
BWA | D | 0.02% | |
MHK | C | 0.02% | |
FMC | C | 0.02% | |
CZR | C | 0.02% | |
NCLH | C | 0.02% | |
MOS | F | 0.02% | |
DVA | B | 0.02% | |
NWS | D | 0.01% | |
PARA | F | 0.01% |
EFIV Underweight 205 Positions Relative to ROUS
Symbol | Grade | Weight | |
---|---|---|---|
JNJ | C | -1.24% | |
NTAP | D | -1.04% | |
VZ | B | -0.9% | |
IBM | B | -0.88% | |
MSI | B | -0.77% | |
DELL | D | -0.77% | |
META | B | -0.75% | |
CTSH | C | -0.74% | |
BRK.A | C | -0.73% | |
CVLT | B | -0.7% | |
MUSA | D | -0.68% | |
AVT | C | -0.68% | |
TXN | C | -0.65% | |
AVGO | C | -0.64% | |
MO | C | -0.6% | |
EOG | D | -0.58% | |
ORCL | C | -0.58% | |
FICO | B | -0.57% | |
HRB | C | -0.55% | |
IT | B | -0.55% | |
APH | D | -0.53% | |
FOXA | B | -0.5% | |
GLW | C | -0.5% | |
AMZN | C | -0.49% | |
CINF | B | -0.48% | |
MCK | F | -0.48% | |
NRG | C | -0.46% | |
CRUS | D | -0.45% | |
GDDY | C | -0.45% | |
FAST | C | -0.44% | |
NSIT | D | -0.44% | |
ACI | F | -0.43% | |
KMB | D | -0.43% | |
JNPR | B | -0.42% | |
TER | D | -0.42% | |
LMT | C | -0.42% | |
CDW | D | -0.42% | |
DBX | D | -0.4% | |
NXPI | F | -0.4% | |
RPM | B | -0.4% | |
UTHR | C | -0.39% | |
FDX | C | -0.37% | |
RS | D | -0.37% | |
VRTX | D | -0.37% | |
VRSN | D | -0.37% | |
ALSN | B | -0.37% | |
FFIV | B | -0.37% | |
NYT | C | -0.36% | |
ORLY | C | -0.36% | |
PM | C | -0.35% | |
AXS | B | -0.35% | |
VICI | C | -0.35% | |
UNM | B | -0.33% | |
SANM | D | -0.33% | |
VNT | F | -0.32% | |
MLI | A | -0.32% | |
DUK | C | -0.32% | |
AZO | D | -0.32% | |
EME | B | -0.32% | |
BMI | A | -0.31% | |
ORI | B | -0.3% | |
ANET | B | -0.3% | |
MKL | C | -0.3% | |
LNG | C | -0.29% | |
GRMN | D | -0.28% | |
CDNS | D | -0.28% | |
OGN | D | -0.28% | |
WTM | D | -0.27% | |
SO | B | -0.27% | |
GPI | B | -0.26% | |
SNX | D | -0.26% | |
KEYS | C | -0.26% | |
AEP | C | -0.26% | |
GPK | B | -0.26% | |
CASY | D | -0.26% | |
MCHP | F | -0.26% | |
ALKS | C | -0.26% | |
XEL | B | -0.26% | |
CACI | B | -0.25% | |
RHI | D | -0.25% | |
STLD | F | -0.25% | |
NFG | B | -0.25% | |
DTE | C | -0.25% | |
DKS | D | -0.24% | |
LSTR | D | -0.24% | |
WSM | D | -0.24% | |
MANH | B | -0.24% | |
NVR | B | -0.23% | |
SON | C | -0.23% | |
LOPE | D | -0.23% | |
DCI | C | -0.23% | |
HCA | B | -0.23% | |
EXEL | C | -0.23% | |
DLB | D | -0.23% | |
PGR | B | -0.23% | |
CRBG | D | -0.22% | |
AN | D | -0.22% | |
SNA | C | -0.21% | |
ARW | C | -0.21% | |
FLO | C | -0.21% | |
PKG | B | -0.21% | |
RDN | C | -0.2% | |
BKNG | C | -0.2% | |
R | A | -0.2% | |
ROP | C | -0.2% | |
SKX | D | -0.19% | |
KD | D | -0.19% | |
DY | B | -0.19% | |
PPL | C | -0.19% | |
FE | C | -0.19% | |
ADC | C | -0.18% | |
AIT | A | -0.18% | |
BAH | C | -0.18% | |
AYI | B | -0.18% | |
WSO | C | -0.18% | |
SWKS | D | -0.18% | |
FCN | D | -0.17% | |
OC | D | -0.17% | |
STX | C | -0.17% | |
ASGN | D | -0.17% | |
SNPS | D | -0.17% | |
MMM | B | -0.16% | |
O | C | -0.16% | |
UFPI | C | -0.16% | |
CBT | B | -0.16% | |
WFC | D | -0.16% | |
RNR | C | -0.16% | |
BPOP | C | -0.15% | |
ROL | C | -0.15% | |
LAMR | B | -0.14% | |
JBL | D | -0.14% | |
RGA | C | -0.14% | |
WEC | C | -0.14% | |
MTG | B | -0.14% | |
CMC | D | -0.13% | |
POR | C | -0.13% | |
AEE | C | -0.13% | |
COKE | C | -0.13% | |
CHE | C | -0.13% | |
FLEX | C | -0.12% | |
LII | B | -0.12% | |
BLDR | C | -0.12% | |
PSTG | F | -0.12% | |
PANW | D | -0.12% | |
INTU | C | -0.11% | |
VST | C | -0.1% | |
CHRD | F | -0.1% | |
L | C | -0.1% | |
FSS | D | -0.1% | |
ADI | C | -0.1% | |
SFM | B | -0.1% | |
LDOS | B | -0.1% | |
NNN | C | -0.09% | |
NOC | B | -0.09% | |
GLPI | C | -0.09% | |
BJ | D | -0.09% | |
MMS | C | -0.09% | |
OGE | C | -0.08% | |
INGR | B | -0.08% | |
COP | D | -0.08% | |
VMI | D | -0.08% | |
UMBF | B | -0.08% | |
SPSC | D | -0.07% | |
KNF | B | -0.07% | |
APPF | D | -0.07% | |
ATR | B | -0.07% | |
GD | B | -0.07% | |
ACIW | B | -0.07% | |
FTNT | C | -0.06% | |
GWRE | A | -0.06% | |
JHG | B | -0.06% | |
SPG | B | -0.06% | |
NOW | B | -0.05% | |
CCI | C | -0.05% | |
ANF | D | -0.05% | |
NXST | D | -0.05% | |
D | C | -0.05% | |
BCO | B | -0.05% | |
CSWI | B | -0.05% | |
HON | D | -0.05% | |
LNC | D | -0.05% | |
PTC | D | -0.05% | |
IP | B | -0.04% | |
LFUS | C | -0.04% | |
AWI | B | -0.04% | |
EPRT | B | -0.04% | |
ITCI | D | -0.04% | |
MOG.A | B | -0.04% | |
FELE | C | -0.03% | |
AOS | D | -0.02% | |
SIRI | C | -0.02% | |
WPC | C | -0.02% | |
AAON | B | -0.02% | |
SEE | D | -0.02% | |
CHTR | D | -0.02% | |
FHN | D | -0.02% | |
ITRI | C | -0.02% | |
EHC | C | -0.02% | |
MSA | D | -0.02% | |
SLGN | B | -0.02% | |
OHI | B | -0.02% | |
ONB | C | -0.01% | |
MPWR | C | -0.01% | |
CIEN | C | -0.01% | |
MTH | A | -0.01% |
EFIV: Top Represented Industries & Keywords
ROUS: Top Represented Industries & Keywords